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Erie Indemnity

248 hedge funds and large institutions have $3.67B invested in Erie Indemnity in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 89 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

16% more capital invested

Capital invested by funds: $3.16B → $3.67B (+$513M)

4% more funds holding

Funds holding: 238248 (+10)

0.78% more ownership

Funds ownership: 35.64%36.42% (+0.78%)

9% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 89

29% less call options, than puts

Call options by funds: $1.98M | Put options by funds: $2.8M

Holders
248
Holders Change
+10
Holders Change %
+4.2%
% of All Funds
4.27%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
30
Increased
81
Reduced
89
Closed
19
Calls
$1.98M
Puts
$2.8M
Net Calls
-$822K
Net Calls Change
+$1.86M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.09B -$168K -796 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$537M +$1.99M +9,453 +0.4%
BlackRock
3
BlackRock
New York
$440M +$3.67M +17,430 +0.9%
Franklin Resources
4
Franklin Resources
California
$233M -$3.04M -14,431 -1%
State Street
5
State Street
Massachusetts
$147M -$5.53M -26,280 -4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$115M +$1.69M +8,016 +2%
UBS AM
7
UBS AM
Illinois
$96.8M +$5.9M +28,037 +7%
First Trust Advisors
8
First Trust Advisors
Illinois
$71.5M -$4.78M -22,713 -7%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$57M +$433K +2,054 +0.8%
APG Asset Management
10
APG Asset Management
Netherlands
$55.1M -$17.6M -83,361 -26%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$50.9M +$4.61M +21,886 +11%
Northern Trust
12
Northern Trust
Illinois
$36.6M -$466K -2,215 -1%
AUB
13
Atlantic Union Bankshares
Virginia
$33.4M
New York State Common Retirement Fund
14
New York State Common Retirement Fund
New York
$29.8M +$4.42M +20,982 +19%
Charles Schwab
15
Charles Schwab
California
$29.3M +$592K +2,809 +2%
Legal & General Group
16
Legal & General Group
United Kingdom
$27.4M +$1.07M +5,061 +4%
Swiss National Bank
17
Swiss National Bank
Switzerland
$24.4M -$42.1K -200 -0.2%
CAM
18
Columbia Asset Management
Michigan
$22.6M -$1.71M -8,137 -7%
Morgan Stanley
19
Morgan Stanley
New York
$20.8M -$1.35M -6,398 -6%
JP Morgan Chase
20
JP Morgan Chase
New York
$20.7M +$9.21M +43,720 +88%
Truist Financial
21
Truist Financial
North Carolina
$20.5M
Amundi
22
Amundi
France
$19.6M +$6.43M +30,521 +58%
CS
23
Credit Suisse
Switzerland
$18.7M -$1.8M -8,533 -9%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$18.5M -$272K -1,293 -2%
AFG
25
Allegheny Financial Group
Pennsylvania
$18.2M +$2.11K +10 +0%